Position in CPT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$555,619
+$218,985 QoQ
Shares Held
4,853
+40.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#311
of 569 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026First National Advisers, LLC holds $3,177,049 across 3 REIT - Residential names. CPT ranks #3 (17.5% of the industry book) .
All Filings in CPT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,619 | 4,853 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $336,634 | 3,447 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||